Acquiring wealth and building a successful business takes great skill and personal ambition. Managing your wealth and insuring your legacy likewise takes skill and experience.
The Marcum Family Wealth Services Group is dedicated to helping you manage your wealth, assisting in transferring it to succeeding generations, accomplishing your lifetime objectives, and helping you accomplish your philanthropic goals.
We are professionals with a wide array of talents. We are tax professionals with expertise in personal income tax planning and estate planning. We are accountants who simply make your life easier by handling your day-to-day financial matters by analyzing your expenses and paying your bills.
We provide tax planning and compliance services including the preparation of myriad governmental filings and tax returns. Family Wealth Services can be your family office for all matters. We can also be your professional service provider for just those areas where you need specialized guidance and experience. Marcum also belongs to the Leading Edge Alliance (LEA), an international professional association of independently-owned accounting and consulting firms. LEA provides the Firm and its clients access to the resources of a multibillion dollar global professional services organization.
Whatever the scope, we bring our Firm's most skilled advisers to meet your needs. We are creative, proactive, and caring in our approach. Our advisers have long records of achievement and client satisfaction. Let us work for you.
Marcum Family Office
Increasingly, families are discovering that although their wealth brings many luxuries, it also brings new challenges and increased responsibilities. In fact, some families have created their own fully-staffed offices to handle the complex administrative functions associated with wealth.
Philanthropy Planning
& Private Foundations
Marcum can manage the administrative and back office functions necessary to operate a private foundation, allowing more time and effort to be focused on furthering the organization's charitable mission.
Private Client Tax Services
Our experienced tax professionals are skilled at addressing all levels of complexity with respect to the preparation of business, fiduciary and individual tax returns and related filings.
Trusts & Estates
The estate and gift tax laws are highly complex and specialized. When families and individuals plan for their future, they need to know that their service providers are experienced, highly-skilled and technically superior.
Family Wealth Services Brochure
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